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MCK

MCKESSON CORP

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2904
SEC CIK
0000927653
Parsed reports
517

Last 12 months

Inside the activity.

0 purchase rows · 18 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202500
Jan 202601
Feb 202604
Mar 202601
Apr 202600
May 202602
Jun 202606
Jul 202601
Aug 202601
Sep 202601
Oct 202600

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
July 31, 2024 Filed Aug 1, 2024 21:36 UTC GrantRestricted Stock Units (RSUs) · Derivative 349 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-014309 · form4.xml · derivative · entry 1

Hinton James H. · CIK 0001905630 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 349

Underlying: Common Stock · 349 shares

Expires not disclosed

F1 · derivative.exercise_date: RSUs granted pursuant to an automatic annual grant under the 2022 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board.

F1 · derivative.expiration_date: RSUs granted pursuant to an automatic annual grant under the 2022 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board.

Read SEC document
July 31, 2024 Filed Aug 1, 2024 21:36 UTC GrantRestricted Stock Units (RSUs) · Derivative 349 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-014308 · form4.xml · derivative · entry 1

Wilson-Thompson Kathleen · CIK 0001331680 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 349

Underlying: Common Stock · 349 shares

Expires not disclosed

F1 · derivative.exercise_date: RSUs granted pursuant to an automatic annual grant under the 2022 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board.

F1 · derivative.expiration_date: RSUs granted pursuant to an automatic annual grant under the 2022 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board.

Read SEC document
July 31, 2024 Filed Aug 1, 2024 21:35 UTC GrantRestricted Stock Units (RSUs) · Derivative 349 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-014307 · form4.xml · derivative · entry 1

Dunbar Webster Roy · CIK 0001305807 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 349

Underlying: Common Stock · 349 shares

Expires not disclosed

F1 · derivative.exercise_date: RSUs granted pursuant to an automatic annual grant under the 2022 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board.

F1 · derivative.expiration_date: RSUs granted pursuant to an automatic annual grant under the 2022 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board.

Read SEC document
July 31, 2024 Filed Aug 1, 2024 21:35 UTC GrantRestricted Stock Units (RSUs) · Derivative 349 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-014306 · form4.xml · derivative · entry 1

Carmona Richard H · CIK 0001389349 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 349

Underlying: Common Stock · 349 shares

Expires not disclosed

F1 · derivative.exercise_date: RSUs granted pursuant to an automatic annual grant under the 2022 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board.

F1 · derivative.expiration_date: RSUs granted pursuant to an automatic annual grant under the 2022 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board.

Read SEC document
July 03, 2024 Filed Jul 8, 2024 20:04 UTC
TYLER BRIAN S.Director · Chief Executive Officer
SaleCommon Stock 3,753 $580.92 $2,180,192.76
Disclosure

SEC source: 0001062993-24-013504 · form4.xml · nonDerivative · entry 1

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 86,092

F1 · shares: Sale pursuant to a previously adopted plan dated December 2, 2023, in compliance with Rule 10b5-1(c).

Read SEC document
June 11, 2024 Filed Jun 12, 2024 21:43 UTC
Smith LeAnn BEVP & Chief HR Officer
SaleCommon Stock 600 $585.53 $351,318.00
Disclosure

SEC source: 0001062993-24-012521 · form4.xml · nonDerivative · entry 1

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,022

Read SEC document
June 07, 2024 Filed Jun 11, 2024 20:55 UTC SaleCommon Stock 483 $585.88 $282,978.59
Disclosure

SEC source: 0001062993-24-012394 · form4.xml · nonDerivative · entry 1

Martinez Maria · CIK 0001572528 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Read SEC document
June 05, 2024 Filed Jun 6, 2024 20:49 UTC
TYLER BRIAN S.Director · Chief Executive Officer
SaleCommon Stock 3,753 $574.41 $2,155,760.73
Disclosure

SEC source: 0001062993-24-012074 · form4.xml · nonDerivative · entry 1

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 89,845

F1 · shares: Sale pursuant to a previously adopted plan dated December 2, 2023, in compliance with Rule 10b5-1(c).

Read SEC document
June 03, 2024 Filed Jun 4, 2024 20:42 UTC GrantRestricted Stock Units (RSUs) · Derivative 56 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011837 · form4.xml · derivative · entry 1

Dunsire Deborah · CIK 0001332764 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56

Underlying: Common Stock · 56 shares

Expires not disclosed

F1 · derivative.exercise_date: RSUs granted to reporting person upon election to the Board pursuant to a prorated automatic annual grant under the 2022 Stock Plan. This grant vests immediately, however receipt of the underlying stock is deferred until the director leaves the Board.

F1 · derivative.expiration_date: RSUs granted to reporting person upon election to the Board pursuant to a prorated automatic annual grant under the 2022 Stock Plan. This grant vests immediately, however receipt of the underlying stock is deferred until the director leaves the Board.

Read SEC document
May 31, 2024 Filed Jun 3, 2024 21:47 UTC
Rodgers Thomas LEVP, Chief Strategy & BDO
SaleCommon Stock 5,232 $560.99 $2,935,099.68
Disclosure

SEC source: 0001062993-24-011673 · form4.xml · nonDerivative · entry 1

Rodgers Thomas L · CIK 0001813684 · EVP, Chief Strategy & BDO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,544

F1 · shares: Sale pursuant to a previously adopted plan dated November 16, 2023, in compliance with Rule 10b5-1(c).

Read SEC document
May 30, 2024 Filed May 31, 2024 19:28 UTC
TYLER BRIAN S.Director · Chief Executive Officer
GiftCommon Stock 3,600 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011537 · form4.xml · nonDerivative · entry 1

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,598

Read SEC document
May 29, 2024 Filed May 29, 2024 23:51 UTC SaleCommon Stock 2,427 $550.00 $1,334,850.00
Disclosure

SEC source: 0001062993-24-011455 · form4.xml · nonDerivative · entry 6

Vitalone Britt J. · CIK 0001727010 · EVP & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,028.377

F2 · shares: Sale pursuant to a Rule 10b5-1(c) trading arrangement dated November 21, 2023.

Read SEC document
May 29, 2024 Filed May 29, 2024 23:50 UTC
Rodgers Thomas LEVP, Chief Strategy & BDO
SaleCommon Stock 133 $550.00 $73,150.00
Disclosure

SEC source: 0001062993-24-011453 · form4.xml · nonDerivative · entry 6

Rodgers Thomas L · CIK 0001813684 · EVP, Chief Strategy & BDO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,776

F2 · shares: Sale pursuant to a previously adopted plan dated November 16, 2023, in compliance with Rule 10b5-1(c).

Read SEC document
May 29, 2024 Filed May 29, 2024 23:50 UTC
Smith LeAnn BEVP & Chief HR Officer
SaleCommon Stock 202 $550.00 $111,100.00
Disclosure

SEC source: 0001062993-24-011452 · form4.xml · nonDerivative · entry 8

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,622

F2 · shares: Sale pursuant to a Rule 10b5-1(c) trading arrangement dated November 3, 2023.

Read SEC document
May 28, 2024 Filed May 29, 2024 23:51 UTC SaleCommon Stock 894 $557.40 $498,315.60
Disclosure

SEC source: 0001062993-24-011455 · form4.xml · nonDerivative · entry 5

Vitalone Britt J. · CIK 0001727010 · EVP & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 16,455.377

F2 · shares: Sale pursuant to a Rule 10b5-1(c) trading arrangement dated November 21, 2023.

Read SEC document
May 28, 2024 Filed May 29, 2024 23:50 UTC
Rodgers Thomas LEVP, Chief Strategy & BDO
SaleCommon Stock 789 $557.40 $439,788.60
Disclosure

SEC source: 0001062993-24-011453 · form4.xml · nonDerivative · entry 5

Rodgers Thomas L · CIK 0001813684 · EVP, Chief Strategy & BDO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,909

F2 · shares: Sale pursuant to a previously adopted plan dated November 16, 2023, in compliance with Rule 10b5-1(c).

Read SEC document
May 28, 2024 Filed May 29, 2024 23:50 UTC
Smith LeAnn BEVP & Chief HR Officer
SaleCommon Stock 206 $557.40 $114,824.40
Disclosure

SEC source: 0001062993-24-011452 · form4.xml · nonDerivative · entry 7

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,824

F2 · shares: Sale pursuant to a Rule 10b5-1(c) trading arrangement dated November 3, 2023.

Read SEC document
May 25, 2024 Filed May 29, 2024 23:51 UTC Exercise / conversionRestricted Stock Units (RSUs) · Derivative 2,381 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011455 · form4.xml · derivative · entry 9

Vitalone Britt J. · CIK 0001727010 · EVP & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,381 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: These RSUs vested as to 1/3 on each of 5/25/2022, 5/25/2023 and 5/25/2024.

F4 · derivative.expiration_date: These RSUs vested as to 1/3 on each of 5/25/2022, 5/25/2023 and 5/25/2024.

Read SEC document
May 25, 2024 Filed May 29, 2024 23:51 UTC Tax withholdingCommon Stock 937 $560.73 $525,404.01
Disclosure

SEC source: 0001062993-24-011455 · form4.xml · nonDerivative · entry 4

Vitalone Britt J. · CIK 0001727010 · EVP & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,349.377

F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.

Read SEC document
May 25, 2024 Filed May 29, 2024 23:51 UTC Exercise / conversionCommon Stock 2,381 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011455 · form4.xml · nonDerivative · entry 3

Vitalone Britt J. · CIK 0001727010 · EVP & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 18,286.377

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 25, 2024 Filed May 29, 2024 23:51 UTC
TYLER BRIAN S.Director · Chief Executive Officer
Exercise / conversionRestricted Stock Units (RSUs) · Derivative 8,333 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011454 · form4.xml · derivative · entry 7

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,333 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: These RSUs vested as to 1/3 on each of 5/25/2022, 5/25/2023 and 5/25/2024.

F3 · derivative.expiration_date: These RSUs vested as to 1/3 on each of 5/25/2022, 5/25/2023 and 5/25/2024.

Read SEC document
May 25, 2024 Filed May 29, 2024 23:51 UTC
TYLER BRIAN S.Director · Chief Executive Officer
Tax withholdingCommon Stock 3,371 $560.73 $1,890,220.83
Disclosure

SEC source: 0001062993-24-011454 · form4.xml · nonDerivative · entry 4

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,198

F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.

Read SEC document
May 25, 2024 Filed May 29, 2024 23:51 UTC
TYLER BRIAN S.Director · Chief Executive Officer
Exercise / conversionCommon Stock 8,333 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011454 · form4.xml · nonDerivative · entry 3

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,569

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 25, 2024 Filed May 29, 2024 23:50 UTC
Rodgers Thomas LEVP, Chief Strategy & BDO
Exercise / conversionRestricted Stock Units (RSUs) · Derivative 885 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011453 · form4.xml · derivative · entry 8

Rodgers Thomas L · CIK 0001813684 · EVP, Chief Strategy & BDO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 885 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: These RSUs vested as to 1/3 on each of 5/25/2022, 5/25/2023 and 5/25/2024.

F4 · derivative.expiration_date: These RSUs vested as to 1/3 on each of 5/25/2022, 5/25/2023 and 5/25/2024.

Read SEC document
May 25, 2024 Filed May 29, 2024 23:50 UTC
Rodgers Thomas LEVP, Chief Strategy & BDO
Tax withholdingCommon Stock 349 $560.73 $195,694.77
Disclosure

SEC source: 0001062993-24-011453 · form4.xml · nonDerivative · entry 4

Rodgers Thomas L · CIK 0001813684 · EVP, Chief Strategy & BDO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,698

F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.

Read SEC document
May 25, 2024 Filed May 29, 2024 23:50 UTC
Rodgers Thomas LEVP, Chief Strategy & BDO
Exercise / conversionCommon Stock 885 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011453 · form4.xml · nonDerivative · entry 3

Rodgers Thomas L · CIK 0001813684 · EVP, Chief Strategy & BDO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,047

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 25, 2024 Filed May 29, 2024 23:50 UTC
Smith LeAnn BEVP & Chief HR Officer
Exercise / conversionRestricted Stock Units (RSUs) · Derivative 222 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011452 · form4.xml · derivative · entry 11

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 222 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: These RSUs vested as to 1/3 on each of 5/25/2022, 5/25/2023 and 5/25/2024.

F4 · derivative.expiration_date: These RSUs vested as to 1/3 on each of 5/25/2022, 5/25/2023 and 5/25/2024.

Read SEC document
May 25, 2024 Filed May 29, 2024 23:50 UTC
Smith LeAnn BEVP & Chief HR Officer
Tax withholdingCommon Stock 88 $560.73 $49,344.24
Disclosure

SEC source: 0001062993-24-011452 · form4.xml · nonDerivative · entry 6

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,030

F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.

Read SEC document
May 25, 2024 Filed May 29, 2024 23:50 UTC
Smith LeAnn BEVP & Chief HR Officer
Exercise / conversionCommon Stock 222 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011452 · form4.xml · nonDerivative · entry 5

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,118

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 24, 2024 Filed May 29, 2024 23:51 UTC Exercise / conversionRestricted Stock Units (RSUs) · Derivative 1,622 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011455 · form4.xml · derivative · entry 8

Vitalone Britt J. · CIK 0001727010 · EVP & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,623

Underlying: Common Stock · 1,622 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: These RSUs vested as to 1/3 on 5/24/2023 and 1/3 on 5/24/2024 and will vest 1/3 on 5/24/2025.

F3 · derivative.expiration_date: These RSUs vested as to 1/3 on 5/24/2023 and 1/3 on 5/24/2024 and will vest 1/3 on 5/24/2025.

Read SEC document
May 24, 2024 Filed May 29, 2024 23:51 UTC Tax withholdingCommon Stock 639 $560.73 $358,306.47
Disclosure

SEC source: 0001062993-24-011455 · form4.xml · nonDerivative · entry 2

Vitalone Britt J. · CIK 0001727010 · EVP & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,905.377

F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.

Read SEC document
May 24, 2024 Filed May 29, 2024 23:51 UTC Exercise / conversionCommon Stock 1,622 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011455 · form4.xml · nonDerivative · entry 1

Vitalone Britt J. · CIK 0001727010 · EVP & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 16,544.377

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 24, 2024 Filed May 29, 2024 23:51 UTC
TYLER BRIAN S.Director · Chief Executive Officer
Exercise / conversionRestricted Stock Units (RSUs) · Derivative 5,272 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011454 · form4.xml · derivative · entry 6

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,272

Underlying: Common Stock · 5,272 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: These RSUs vested as to 1/3 on 5/24/2023 and 1/3 on 5/24/2024 and will vest 1/3 on 5/24/2025.

F2 · derivative.expiration_date: These RSUs vested as to 1/3 on 5/24/2023 and 1/3 on 5/24/2024 and will vest 1/3 on 5/24/2025.

Read SEC document
May 24, 2024 Filed May 29, 2024 23:51 UTC
TYLER BRIAN S.Director · Chief Executive Officer
Tax withholdingCommon Stock 2,124 $560.73 $1,190,990.52
Disclosure

SEC source: 0001062993-24-011454 · form4.xml · nonDerivative · entry 2

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,236

F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.

Read SEC document
May 24, 2024 Filed May 29, 2024 23:51 UTC
TYLER BRIAN S.Director · Chief Executive Officer
Exercise / conversionCommon Stock 5,272 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011454 · form4.xml · nonDerivative · entry 1

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,360

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 24, 2024 Filed May 29, 2024 23:50 UTC
Rodgers Thomas LEVP, Chief Strategy & BDO
Exercise / conversionRestricted Stock Units (RSUs) · Derivative 588 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011453 · form4.xml · derivative · entry 7

Rodgers Thomas L · CIK 0001813684 · EVP, Chief Strategy & BDO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 588

Underlying: Common Stock · 588 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: These RSUs vested as to 1/3 on 5/24/2023, 1/3 on 5/24/2024 and will vest 1/3 on 5/24/2025.

F3 · derivative.expiration_date: These RSUs vested as to 1/3 on 5/24/2023, 1/3 on 5/24/2024 and will vest 1/3 on 5/24/2025.

Read SEC document
May 24, 2024 Filed May 29, 2024 23:50 UTC
Rodgers Thomas LEVP, Chief Strategy & BDO
Tax withholdingCommon Stock 232 $560.73 $130,089.36
Disclosure

SEC source: 0001062993-24-011453 · form4.xml · nonDerivative · entry 2

Rodgers Thomas L · CIK 0001813684 · EVP, Chief Strategy & BDO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,162

F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.

Read SEC document
May 24, 2024 Filed May 29, 2024 23:50 UTC
Rodgers Thomas LEVP, Chief Strategy & BDO
Exercise / conversionCommon Stock 588 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011453 · form4.xml · nonDerivative · entry 1

Rodgers Thomas L · CIK 0001813684 · EVP, Chief Strategy & BDO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,394

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 24, 2024 Filed May 29, 2024 23:50 UTC
Smith LeAnn BEVP & Chief HR Officer
Exercise / conversionRestricted Stock Units (RSUs) · Derivative 142 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011452 · form4.xml · derivative · entry 10

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 142

Underlying: Common Stock · 142 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: These RSUs vested as to 1/3 on 5/24/2023 and 1/3 on 5/24/2024 and will vest 1/3 on 5/24/2025.

F3 · derivative.expiration_date: These RSUs vested as to 1/3 on 5/24/2023 and 1/3 on 5/24/2024 and will vest 1/3 on 5/24/2025.

Read SEC document
May 24, 2024 Filed May 29, 2024 23:50 UTC
Smith LeAnn BEVP & Chief HR Officer
Exercise / conversionRestricted Stock Units (RSUs) · Derivative 304 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011452 · form4.xml · derivative · entry 9

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 305

Underlying: Common Stock · 304 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: These RSUs vested as to 1/3 on 5/24/2023 and 1/3 on 5/24/2024 and will vest 1/3 on 5/24/2025.

F3 · derivative.expiration_date: These RSUs vested as to 1/3 on 5/24/2023 and 1/3 on 5/24/2024 and will vest 1/3 on 5/24/2025.

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May 24, 2024 Filed May 29, 2024 23:50 UTC
Smith LeAnn BEVP & Chief HR Officer
Tax withholdingCommon Stock 56 $560.73 $31,400.88
Disclosure

SEC source: 0001062993-24-011452 · form4.xml · nonDerivative · entry 4

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,896

F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.

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May 24, 2024 Filed May 29, 2024 23:50 UTC
Smith LeAnn BEVP & Chief HR Officer
Exercise / conversionCommon Stock 142 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011452 · form4.xml · nonDerivative · entry 3

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,952

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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May 24, 2024 Filed May 29, 2024 23:50 UTC
Smith LeAnn BEVP & Chief HR Officer
Tax withholdingCommon Stock 120 $560.73 $67,287.60
Disclosure

SEC source: 0001062993-24-011452 · form4.xml · nonDerivative · entry 2

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,810

F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.

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May 24, 2024 Filed May 29, 2024 23:50 UTC
Smith LeAnn BEVP & Chief HR Officer
Exercise / conversionCommon Stock 304 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011452 · form4.xml · nonDerivative · entry 1

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,930

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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May 23, 2024 Filed May 28, 2024 21:33 UTC Exercise / conversionRestricted Stock Units (RSUs) · Derivative 1,475 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011366 · form4.xml · derivative · entry 5

Vitalone Britt J. · CIK 0001727010 · EVP & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,951

Underlying: Common Stock · 1,475 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: These RSUs vested as to 1/3 on 5/23/2024 and will vest 1/3 on 5/23/2025 and 1/3 on 5/23/2026.

F3 · derivative.expiration_date: These RSUs vested as to 1/3 on 5/23/2024 and will vest 1/3 on 5/23/2025 and 1/3 on 5/23/2026.

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May 23, 2024 Filed May 28, 2024 21:33 UTC Tax withholdingCommon Stock 581 $558.03 $324,215.43
Disclosure

SEC source: 0001062993-24-011366 · form4.xml · nonDerivative · entry 3

Vitalone Britt J. · CIK 0001727010 · EVP & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,922.377

F2 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.

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May 23, 2024 Filed May 28, 2024 21:33 UTC Exercise / conversionCommon Stock 1,475 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011366 · form4.xml · nonDerivative · entry 2

Vitalone Britt J. · CIK 0001727010 · EVP & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,503.377

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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May 23, 2024 Filed May 28, 2024 21:33 UTC SaleCommon Stock 12,752 $558.09 $7,116,763.68
Disclosure

SEC source: 0001062993-24-011366 · form4.xml · nonDerivative · entry 1

Vitalone Britt J. · CIK 0001727010 · EVP & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,028.377

F1 · shares: Sale pursuant to a Rule 10b5-1(c) trading arrangement dated November 21, 2023.

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May 23, 2024 Filed May 28, 2024 21:32 UTC
Rodgers Thomas LEVP, Chief Strategy & BDO
Exercise / conversionRestricted Stock Units (RSUs) · Derivative 593 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011365 · form4.xml · derivative · entry 3

Rodgers Thomas L · CIK 0001813684 · EVP, Chief Strategy & BDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,188

Underlying: Common Stock · 593 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: These RSUs vested as to 1/3 on 5/23/2024 and will vest 1/3 on 5/23/2025 and 1/3 on 5/23/2026.

F2 · derivative.expiration_date: These RSUs vested as to 1/3 on 5/23/2024 and will vest 1/3 on 5/23/2025 and 1/3 on 5/23/2026.

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May 23, 2024 Filed May 28, 2024 21:32 UTC
Rodgers Thomas LEVP, Chief Strategy & BDO
Tax withholdingCommon Stock 234 $558.03 $130,579.02
Disclosure

SEC source: 0001062993-24-011365 · form4.xml · nonDerivative · entry 2

Rodgers Thomas L · CIK 0001813684 · EVP, Chief Strategy & BDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,806

F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.